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CARY STREET PARTNERS ASSET MANAGEMENT LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on UDR, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 10,555 UDR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,555 shares
    Change vs previous 13F -347 shares

    0.01% of the 13F portfolio, value $421,355.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,312 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 243 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,902 shares
    Change vs previous 13F -1,205 shares

    0.01% of the 13F portfolio, value $368,270.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,705 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 197 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,107 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $444,084.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 11,666 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 441 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,268 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $457,105.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 12,153 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 115 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,945 shares
    Change vs previous 13F -340 shares

    0.01% of the 13F portfolio, value $487,714.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 11,654 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 291 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,285 shares
    Change vs previous 13F -1,655 shares

    0.02% of the 13F portfolio, value $554,913.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 12,067 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 218 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,940 shares
    Change vs previous 13F -643 shares

    0.02% of the 13F portfolio, value $605,136.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 13,753 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 187 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,583 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $661,194.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).